📍 Sunbury or Gisborne, VIC | 💼 $110K–$130K Package + Potential Equity | 🕔 Full-Time, Office-Based

Our client, a well-established and reputable financial planning firm, is seeking a dedicated and experienced Financial Advisor to join their growing team in either their Sunbury or Gisborne office. This is a fantastic opportunity for an advisor who is passionate about building long-term relationships and delivering quality advice to a loyal and mature client base.

💡 About the Role
This is a 5-day, office-based (parking available) moving to 4 days post-probation. Offering a stable and supportive environment where you can focus on delivering outstanding advice and client care. With a strong and growing base of pre-retirees and retirees, the focus will be on superannuation, retirement planning, pensions, and aged care strategies.

The firm values long-term relationships and is offering the potential for equity for the right candidate who aligns with their client-first ethos and long-term vision.

🔍 Key Responsibilities

• Provide high-quality, tailored advice to a client base of mostly retirees and pre-retirees
• Prepare comprehensive advice documents, including SoAs and ROAs
• Conduct client reviews and strategy meetings
• Collaborate with the broader team to deliver seamless client service
• Maintain compliance with all legislative and professional standards
• Stay up to date with superannuation, retirement, Centrelink, and aged care regulations

🎓 Requirements

• Minimum 5 years’ experience as a Financial Advisor
• Completed FASEA Exam
• Graduate Diploma in Financial Planning (or equivalent)
• Strong technical knowledge of superannuation, pensions, and aged care
• Excellent interpersonal and communication skills
• A genuine passion for helping clients achieve financial peace of mind
• XPlan experience is essential

💼 What’s on Offer

• $110,000 – $130,000 salary package (based on experience)
• Opportunity for future equity/ownership
• Work with a long-standing client base with strong referral networks
• Supportive team culture with strong back-office support
• Established offices in either Sunbury or Gisborne

If you are ready to take the next step in your career and make a positive impact within a dynamic team, we encourage you to apply today.

For a confidential discussion about this opportunity, please call Lachie Young on 0411 931 034 or send your application to [email protected]

At Fuse, we specialise in recruitment for the wealth management industry and actively source for a broad range of established clients. If you are a financial planning or mortgage broking professional looking for your next opportunity, we'd love to hear from you!

If you know someone looking for a job, refer them to us and we'll give you $500* if we find them a new role!

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